About the Role:
We are seeking a detail-oriented and proactive Corporate Actions Sr. Associate to join our team. This role is critical in ensuring accurate monitoring, processing, and reconciliation of corporate actions across global markets. You will work closely with internal teams and external custodians to manage event lifecycles, mitigate risks, and deliver exceptional client service.
Key Responsibilities:
- Scrubbing and set up of the corporate events announced in US domestic market.
- Analyze terms prior to transmit notifications to clients.
- Guarantee client events notifications and terms of the offer.
- Control books and records at the different events lifecycle stages and until its pay date.
- Process the bookings of the Income and CoA events proceeds into client account at pay date, ensuring its reconciliation in accounting systems.
- Manage claim for receivables/payables, toward any external parties in alignment with group guidelines policies for any wire forms.
- Follow and resolve any outstanding items in a timely manner with relevant escalation procedure applicable and compliance duties.
- Risk Mitigation: respect the controls in place, following the approved procedures, proposing updates whenever relevant
Qualifications:
- Education: Bachelor's Degree
- Experience: 25 years of relevant experience in corporate actions or related financial operations
- Strong understanding of the corporate actions lifecycle
- Proficient in Excel and familiar with reconciliation processes
- Excellent verbal and written communication skills
- Fluency in English (written and spoken)
- Must be amenable to work on a night shift schedule
